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Marsh & McLennan Companies shares owned by Optimize Financial

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Optimize Financial from 13F filings

Historical chart of Optimize Financial investment in Marsh & McLennan Companies

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All positions including Marsh & McLennan Companies held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $342k 1.6k 218.64
2025-03-31 $384k 1.6k 244.03

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KLA-Tencor Corporation (KLAC)
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Semtech Corporation (SMTC)
Sinclair Broadcast Group Inc Cl A Cl A (SBGI)
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Liberty Broadband C CL C (LBRDK)
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Dell Technologies Inc Cl C CL C (DELL)
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View all positions for Optimize Financial

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Massachusetts Financial Services
Morgan Stanley
Ameriprise Financial
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding Marsh & McLennan Companies